FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$679M
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$3.81M
3
+$3.43M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.2M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.75M

Top Sells

1
+$7.27M
2
+$2.14M
3
+$1.93M
4
LLY icon
Eli Lilly
LLY
+$1.1M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$761K

Sector Composition

1 Technology 2.52%
2 Financials 2.29%
3 Energy 1.35%
4 Healthcare 1.12%
5 Consumer Discretionary 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$52K 0.01%
1,991
277
$52K 0.01%
+1,374
278
$51K 0.01%
1,108
+8
279
$50K 0.01%
3,270
280
$50K 0.01%
1,000
281
$50K 0.01%
1,181
+85
282
$49K 0.01%
118
-59
283
$49K 0.01%
+5,000
284
$49K 0.01%
845
+27
285
$48K 0.01%
1,861
286
$48K 0.01%
4,076
+3,045
287
$48K 0.01%
+5,000
288
$48K 0.01%
231
+95
289
$48K 0.01%
+512
290
$47K 0.01%
1,500
291
$47K 0.01%
174
+99
292
$46K 0.01%
3,109
293
$46K 0.01%
485
-84
294
$45K 0.01%
1,562
295
$45K 0.01%
404
296
$45K 0.01%
1,585
-61
297
$44K 0.01%
3,938
298
$44K 0.01%
1,008
-741
299
$42K 0.01%
322
+4
300
$42K 0.01%
159
10 11
12
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